CWM

Congress Wealth Management Portfolio holdings

AUM $10.3B
1-Year Est. Return 16.85%
This Quarter Est. Return
1 Year Est. Return
+16.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.84B
AUM Growth
+$526M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$41.7M
3
+$40.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$37.6M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$26.1M

Top Sells

1
+$16.8M
2
+$15.2M
3
+$13.3M
4
FND icon
Floor & Decor
FND
+$12.9M
5
SPBO icon
State Street SPDR Portfolio Corporate Bond ETF
SPBO
+$12.7M

Sector Composition

1 Technology 12.59%
2 Financials 8.07%
3 Industrials 7.05%
4 Healthcare 6.71%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.63M 0.12%
180,366
-12
202
$5.61M 0.12%
69,102
+4,876
203
$5.49M 0.11%
197,868
+7,539
204
$5.46M 0.11%
59,366
-3,793
205
$5.45M 0.11%
37,729
-36,829
206
$5.42M 0.11%
79,161
+3,968
207
$5.39M 0.11%
176,028
-33,406
208
$5.28M 0.11%
109,456
+6,309
209
$5.22M 0.11%
58,822
+2,532
210
$5.09M 0.11%
66,650
+3,679
211
$5.06M 0.1%
79,433
+3,792
212
$4.96M 0.1%
105,226
-3,549
213
$4.93M 0.1%
14,077
+1,778
214
$4.9M 0.1%
145,858
+89,254
215
$4.85M 0.1%
+200,378
216
$4.84M 0.1%
71,451
217
$4.81M 0.1%
+99,913
218
$4.79M 0.1%
162,643
219
$4.72M 0.1%
174,520
-20,294
220
$4.7M 0.1%
37,853
+5,876
221
$4.61M 0.1%
41,375
+2,152
222
$4.6M 0.1%
58,605
+4,168
223
$4.59M 0.09%
203,391
-61,719
224
$4.53M 0.09%
205,610
+619
225
$4.45M 0.09%
89,245
+7,055
7 8
9
10 11